WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.89M
3
+$4.85M
4
PG icon
Procter & Gamble
PG
+$3.38M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.87M

Top Sells

1
+$8.73M
2
+$6.42M
3
+$5.55M
4
RHT
Red Hat Inc
RHT
+$5.12M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.98M

Sector Composition

1 Financials 17.23%
2 Technology 13.65%
3 Consumer Discretionary 10.27%
4 Healthcare 9.31%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.04M 0.45%
24,042
+552
77
$7.99M 0.45%
68,989
-676
78
$7.72M 0.43%
230,955
+861
79
$7.64M 0.43%
96,682
-1,478
80
$7.53M 0.42%
197,015
+5,568
81
$7.39M 0.41%
72,526
-719
82
$6.94M 0.39%
136,006
+19,362
83
$6.84M 0.38%
92,742
-1,398
84
$6.41M 0.36%
24,261
+10,881
85
$6.29M 0.35%
67,147
+3,596
86
$6.25M 0.35%
1,436,200
+149,960
87
$5.87M 0.33%
145,699
+6,069
88
$5.4M 0.3%
57,385
-3,022
89
$5.17M 0.29%
20,618
+1,653
90
$5.08M 0.28%
83,232
+79,349
91
$4.92M 0.28%
66,009
-7,007
92
$4.63M 0.26%
98,490
-16,933
93
$4.37M 0.24%
170,480
-1,295
94
$4.22M 0.24%
28,365
+952
95
$4.17M 0.23%
36,409
+1,119
96
$4.1M 0.23%
68,107
-1,282
97
$4.02M 0.23%
46,924
-2,662
98
$3.83M 0.21%
34,434
+2,092
99
$3.75M 0.21%
76,091
-4,665
100
$3.61M 0.2%
46,251
-3,041
2 3
4
5 6